Create a quote based on an existing subscription together with a pricing plan schedule

POST

/v:version/quotes/upgrade

POST

/v:version/quotes/upgrade

curl -X POST https://test.api.solvimon.com/v1/quotes/upgrade \
     -H "X-API-KEY: <apiKey>" \
     -H "Content-Type: application/json" \
     -d '{
  "quote": {
    "name": "Northwind Robotics – Enterprise rates from January 2027",
    "owner_user_id": "user_swDeeN0vxxHyvoCpE81A",
    "expires_at": "2026-11-30T23:59:59-06:00"
  },
  "pricing_plan_subscription": {
    "id": "ppsu_dwDeeN0vxxHy6VCoVC1b",
    "reference": "northwind_enterprise_2027"
  },
  "pricing_plan_schedule": {
    "pricing_plan_version_id": "ppve_nwDeeN0vxxHy6eCKdQ1G",
    "start_at": "2027-01-01T00:00:00-08:00"
  }
}'

{
  "quote": {
    "object_type": "string",
    "id": "string",
    "created_at": "string",
    "updated_at": "string",
    "status": "string",
    "customer_id": "string",
    "customer": {
      "object_type": "string",
      "id": "string",
      "created_at": "string",
      "parent_customer_id": "string",
      "parent_customer_ids": [
        "string"
      ],
      "reference": "string",
      "status": "DRAFT",
      "timezone": "string",
      "type": "ORGANIZATION",
      "email": "string",
      "notification_preferences": [
        {
          "type": "INVOICE",
          "channels": [
            {
              "type": "EMAIL",
              "enabled": true
            }
          ]
        }
      ],
      "locale": "string",
      "individual": {
        "name": {
          "first_name": "string",
          "last_name": "string",
          "infix": "string"
        },
        "residential_address": {
          "line1": "string",
          "line2": "string",
          "city": "string",
          "postal_code": "string",
          "state": "string",
          "country": "AD"
        }
      },
      "organization": {
        "legal_name": "string",
        "tax_id": "string",
        "tax_ids": [
          {
            "id": "string",
            "type": "GENERIC_TAX_ID",
            "display_name": "string",
            "tax_id_validation_result": {
              "id": "string",
              "validation_date": "string",
              "source": "string",
              "valid": "VALID",
              "message": "string"
            }
          }
        ],
        "registration_number": "string",
        "tax_exempt": true,
        "tax_exempt_note": "string",
        "registered_address": {
          "line1": "string",
          "line2": "string",
          "city": "string",
          "postal_code": "string",
          "state": "string",
          "country": "AD"
        },
        "tax_registrations": [
          {
            "id": "string",
            "description": "string",
            "tax_id": "string",
            "tax_ids": [
              {
                "id": "string",
                "type": "GENERIC_TAX_ID",
                "display_name": "string",
                "tax_id_validation_result": {
                  "id": "string",
                  "validation_date": "string",
                  "source": "string",
                  "valid": "VALID",
                  "message": "string"
                }
              }
            ],
            "registration_number": "string",
            "registered_address": {
              "line1": "string",
              "line2": "string",
              "city": "string",
              "postal_code": "string",
              "state": "string",
              "country": "AD"
            }
          }
        ]
      },
      "custom_fields": [
        {
          "id": "string",
          "reference": "string",
          "value": "string",
          "values": [
            "string"
          ],
          "integration_details": {
            "id": "string",
            "reference": "string",
            "payment_gateway_variant": "ADYEN",
            "adyen": {
              "recurring_detail_reference": "string"
            },
            "stripe": {
              "payment_method_id": "string"
            }
          },
          "integration_id": "string"
        }
      ],
      "pricing_plan_subscription_selector": {
        "data": [
          {
            "field": "BILLING_ENTITY_REGISTERED_ADDRESS_COUNTRY",
            "value": "string"
          }
        ],
        "rules": [
          {
            "field": "BILLING_ENTITY_REGISTERED_ADDRESS_COUNTRY",
            "type": "EQUALS"
          }
        ],
        "filters": [
          {
            "field": "BILLING_ENTITY_REGISTERED_ADDRESS_COUNTRY",
            "type": "EQUALS",
            "value": "string"
          }
        ],
        "fallback": "LATEST"
      },
      "linked_integrations": [
        {
          "id": "string",
          "link_details": [
            {
              "url": "string",
              "custom_field_name": "string"
            }
          ]
        }
      ],
      "roles": [
        "DEFAULT"
      ],
      "seller_details": {
        "default_billing_entity_id": "string"
      },
      "processing_only": true
    },
    "name": "string",
    "description": "string",
    "contact_id": "string",
    "owner_user_id": "string",
    "owner_user": {
      "object_type": "string",
      "id": "string",
      "entity_id": "string",
      "created_at": "string",
      "status": "INVITED",
      "username": "string",
      "password": "string",
      "invite_expired": true,
      "active": true,
      "account_memberships": [
        {
          "object_type": "string",
          "id": "string",
          "account_id": "string",
          "account": {
            "id": "string",
            "reference": "string",
            "account_type_code": "string",
            "environment": "string",
            "account_group_id": "string",
            "parent_id": "string",
            "platform_id": "string"
          },
          "type": "ADMIN",
          "role_ids": [
            "string"
          ],
          "account_reference": "string",
          "environment": "string",
          "roles": [
            {
              "object_type": "string",
              "id": "string",
              "name": "string",
              "description": "string",
              "entity_id": "string",
              "child_role_ids": [
                "string"
              ],
              "child_roles": [
                {}
              ]
            }
          ]
        }
      ],
      "team_memberships": [
        {
          "team_id": "string",
          "start_at": "2024-01-15T09:30:00Z",
          "end_at": "2024-01-15T09:30:00Z",
          "account_memberships": [
            {
              "object_type": "string",
              "id": "string",
              "account_id": "string",
              "account": {
                "id": "string",
                "reference": "string",
                "account_type_code": "string",
                "environment": "string",
                "account_group_id": "string",
                "parent_id": "string",
                "platform_id": "string"
              },
              "type": "ADMIN",
              "role_ids": [
                "string"
              ],
              "account_reference": "string",
              "environment": "string",
              "roles": [
                {
                  "object_type": "string",
                  "id": "string",
                  "name": "string",
                  "description": "string",
                  "entity_id": "string",
                  "child_role_ids": [
                    "string"
                  ],
                  "child_roles": [
                    {}
                  ]
                }
              ]
            }
          ]
        }
      ]
    },
    "quote_version_infos": [
      {
        "version": 1,
        "id": "string",
        "status": "string",
        "pricing_plan_subscription_id": "string"
      }
    ],
    "custom_fields": [
      {
        "id": "string",
        "reference": "string",
        "value": "string",
        "values": [
          "string"
        ],
        "integration_details": {
          "id": "string",
          "reference": "string",
          "payment_gateway_variant": "ADYEN",
          "adyen": {
            "recurring_detail_reference": "string"
          },
          "stripe": {
            "payment_method_id": "string"
          }
        },
        "integration_id": "string"
      }
    ],
    "template_id": "string"
  },
  "quote_version": {
    "object_type": "string",
    "id": "string",
    "created_at": "string",
    "updated_at": "string",
    "expires_at": "2024-01-15T09:30:00Z",
    "quote_id": "string",
    "version": 1,
    "pricing_plan_subscription_info": {
      "id": "string",
      "upgraded_from_pricing_plan_subscription_id": "string"
    },
    "content": {
      "type": "DEFAULT",
      "default": {
        "header": "string",
        "footer": "string"
      },
      "tiptap": "string"
    },
    "status": "DRAFT",
    "actions": [
      {
        "created_at": "string",
        "type": "string",
        "status": "string",
        "send": {
          "to_email_addresses": [
            "string"
          ],
          "overwrite_to": true,
          "cc_email_addresses": [
            "string"
          ],
          "bcc_email_addresses": [
            "string"
          ]
        },
        "accept": {
          "name": {
            "first_name": "string",
            "last_name": "string",
            "infix": "string"
          },
          "role": "string"
        },
        "reject": {
          "name": {
            "first_name": "string",
            "last_name": "string",
            "infix": "string"
          },
          "role": "string",
          "reason": "string"
        },
        "create_subscription": {
          "pricing_plan_subscription_id": "string"
        },
        "request_signature": {
          "signature_request_id": "string",
          "signature_request": {
            "object_type": "string",
            "id": "string",
            "created_at": "string",
            "updated_at": "string",
            "status": "IN_PROGRESS",
            "type": "QUOTE_VERSION",
            "quote_version": {
              "quote_version_id": "string"
            },
            "recipients": [
              {
                "id": "string",
                "contact_id": "string",
                "name": {
                  "first_name": "string",
                  "last_name": "string",
                  "infix": "string"
                },
                "email": "string",
                "role": "SIGNER",
                "status": "PENDING"
              }
            ]
          }
        },
        "sign": {
          "signature_request_id": "string"
        }
      }
    ],
    "link": {
      "expiry_period": {
        "type": "MINUTE",
        "value": 1
      },
      "portal_url_id": "string",
      "url": "string"
    },
    "internal_notes": [
      "string"
    ],
    "notes": [
      "string"
    ],
    "approval_request_id": "string",
    "recipients": [
      {
        "type": "CONTACT",
        "contact": {
          "contact_id": "string",
          "contact": {
            "object_type": "string",
            "id": "string",
            "reference": "string",
            "customer_id": "string",
            "name": {
              "first_name": "string",
              "last_name": "string",
              "infix": "string"
            },
            "email": "string",
            "notification_preferences": [
              {
                "type": "INVOICE",
                "channels": [
                  {
                    "type": "EMAIL",
                    "enabled": true
                  }
                ]
              }
            ],
            "custom_fields": [
              {
                "id": "string",
                "reference": "string",
                "value": "string",
                "values": [
                  "string"
                ],
                "integration_details": {
                  "id": "string",
                  "reference": "string",
                  "payment_gateway_variant": "ADYEN",
                  "adyen": {
                    "recurring_detail_reference": "string"
                  },
                  "stripe": {
                    "payment_method_id": "string"
                  }
                },
                "integration_id": "string"
              }
            ],
            "linked_integrations": [
              {
                "id": "string",
                "link_details": [
                  {
                    "url": "string",
                    "custom_field_name": "string"
                  }
                ]
              }
            ]
          }
        },
        "details": {
          "name": {
            "first_name": "string",
            "last_name": "string",
            "infix": "string"
          },
          "email": "string"
        },
        "role": "SIGNER"
      }
    ],
    "invoices_info": {
      "first_invoice_summary": {
        "base_amount": {
          "quantity": "string",
          "currency": "AED"
        },
        "tax_amount": {
          "quantity": "string",
          "currency": "AED"
        },
        "total_amount": {
          "quantity": "string",
          "currency": "AED"
        },
        "local_amounts": {
          "base_amount": {
            "quantity": "string",
            "currency": "AED"
          },
          "tax_amount": {
            "quantity": "string",
            "currency": "AED"
          },
          "total_amount": {
            "quantity": "string",
            "currency": "AED"
          },
          "used_exchange_rate": {
            "currency": "string",
            "base_currency": "string",
            "rate_timestamp": "string",
            "rate": "string",
            "source": "string"
          },
          "display": true
        },
        "notes": [
          "string"
        ],
        "country_code": "string"
      }
    }
  },
  "pricing_plan_subscription": {
    "object_type": "string",
    "id": "string",
    "created_at": "string",
    "updated_at": "string",
    "activated_at": "string",
    "status":